ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $292,837 | +4.2% | 1,174 | +9.3% | 0.12% | +3.6% |
Q2 2023 | $280,934 | -8.7% | 1,074 | -12.6% | 0.11% | -15.2% |
Q1 2023 | $307,547 | -0.5% | 1,229 | -3.8% | 0.13% | -9.0% |
Q4 2022 | $309,232 | +5.2% | 1,278 | 0.0% | 0.14% | -12.7% |
Q3 2022 | $294,000 | +1.7% | 1,278 | 0.0% | 0.17% | +0.6% |
Q2 2022 | $289,000 | -17.9% | 1,278 | -2.6% | 0.16% | -5.7% |
Q1 2022 | $352,000 | -5.1% | 1,312 | 0.0% | 0.18% | -3.3% |
Q4 2021 | $371,000 | +7.5% | 1,312 | 0.0% | 0.18% | -9.5% |
Q3 2021 | $345,000 | -2.0% | 1,312 | 0.0% | 0.20% | -5.2% |
Q2 2021 | $352,000 | +3.2% | 1,312 | 0.0% | 0.21% | -2.8% |
Q1 2021 | $341,000 | -65.6% | 1,312 | -69.6% | 0.22% | -43.3% |
Q4 2020 | $992,000 | +23.1% | 4,316 | -0.8% | 0.38% | +5.8% |
Q3 2020 | $806,000 | +5.6% | 4,352 | +1.3% | 0.36% | -11.5% |
Q2 2020 | $763,000 | -14.6% | 4,295 | -30.8% | 0.41% | -34.0% |
Q1 2020 | $893,000 | -36.7% | 6,208 | -9.5% | 0.62% | -27.6% |
Q4 2019 | $1,411,000 | +11.9% | 6,859 | +5.0% | 0.86% | -6.2% |
Q3 2019 | $1,261,000 | -4.0% | 6,530 | -3.4% | 0.91% | -11.2% |
Q2 2019 | $1,313,000 | -24.4% | 6,761 | -26.3% | 1.03% | -25.3% |
Q1 2019 | $1,737,000 | +19.5% | 9,173 | +4.8% | 1.38% | +7.0% |
Q4 2018 | $1,454,000 | – | 8,755 | – | 1.29% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |